Nucleus Financial

Money & Insurance
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481 reviews
Overall Rating
Customer Reviews about

Nucleus Financial

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Sue C at ASJ

5.00/5.00

"Excellent company on Administration Journeys."

The staff are uniformly pleasant, knowledgeable, and helpful.
On their website, the explanatory language used is direct and comprehensive. e.g. Most helpful is that Client Name and Account is on every page of a task's journey as reassurance.
A lot of transactions can be carried out automatically, and as an administrator, the systems are almost foolproof.
The website is under continual review and Nucleus notify Adviser companies of the changes, and how to make best use of them.

30/03/2023

31127410126486

5.00/5.00

"Good results and service over many years"

Good results and service over many years

30/03/2023

Louise

1.00/5.00

"I was very disappointed about the time…"

I was very disappointed about the time it took to release my requested funds- feel it affected the amount received. I requested my funds on 2ndMarch - did not receive my money until 23rd March - despite several requests. I feel the delay affected my total amount. I have asked for explanation - now told it may take up to 10 days. I am not impressed at all .

29/03/2023

customer

5.00/5.00

"Service is always great"

Service is always great - the Nucleus Team always go above and beyond

28/03/2023

Joy

5.00/5.00

"Good clear communication"

Good clear communication. Customer friendly portal

27/03/2023

Lisa

5.00/5.00

"Always happy to help"

Always happy to help, efficient and great customer service.

27/03/2023

Henry

2.00/5.00

"Transact is easier"

Transact is easier

27/03/2023

Michael Robert Bond

5.00/5.00

"A Chartered Financial Planners view of The Nucleus Platform and service I seek…"

As a Chartered Financial Planner I seek always to provide the best possible outcomes for my clients and have chosen to use Nucleus over the last 13 years to support this. As a one man band its important for me to be able to personally process client requests for withdrawals and other transactions and be advised by various alerts when actions have been processed. The reporting system through Narrate is an essential part of the annual review process for me and make preparing reports very much easier. Overall a great experience using the platform and my clients are happy too.

22/03/2023

SJO

5.00/5.00

"A solid, reliable platform"

As a firm who has thousands of clients who use Nucleus, we have very few issues with the platform and are happy to continue recommending them.

20/03/2023

steve whitby

5.00/5.00

"Request for drawn down quickly and…"

Request for drawn down quickly and efficiently executed.

20/03/2023
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